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Keith Wagner Location
Vero Beach, FL, US
Keith Wagner Work
Head of Distribution @ (January 2023 - Present)
Board Member @ (August 2022 - Present)
Owner @ CVF Capital, LLC (January 2020 - Present)
Managing Director, Head of National Accounts and Institutional Sales @ (July 2020 - July 2022)
Managing Director @ (January 2008 - March 2020)
Managing Director @ (January 1996 - December 2008)
Vice President @ (January 1994 - December 1996)
Retail Stockbroker @ (January 1990 - December 1993)
Aviation Officer - Airplane and Helicopter Pilot @ (January 1985 - December 1990)
Keith Wagner Education
United States Military Academy at West Point
Bachelor of Science - BS (Engineering Management)
1981-1985
Meadville Area Senior High School
Diploma (College Prep)
1978-1981
Keith Wagner Skills
Asset Management
Sales
Institutional Investments
Business Relationship Management
Account Management
Strategy
Portfolio Management
Retirement
Pilot
Relationship Building
Coaching
Defined Contribution
Defined Benefit
Inner Circle
DCIO
Project Management
Aviation
Marketing
Customer Service
Aircraft
Investment Brokerage
Business Development
International Business
Keith Wagner Summary
Keith Wagner, based in Vero Beach, FL, US, is currently a Head of Distribution at Opal Capital. Keith Wagner brings experience from previous roles at Argent Institutional Trust Company (formerly TMI TRUST COMPANY), CVF Capital, LLC, Capital Wealth Planning, LLC and Allianz Global Investors. Keith Wagner holds a 1981 - 1985 Bachelor of Science - BS in Engineering Management @ United States Military Academy at West Point. With a robust skill set that includes Asset Management, Sales, Institutional Investments, Business Relationship Management, Account Management and more. Keith Wagner has 3 emails and 3 mobile phone numbers on RocketReach.
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